Looking to diversify beyond LVAMX? The mutual funds below have historically moved differently from LVAMX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for LVAMX
5 mutual funds have low correlation with LVAMX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund Investor A (BDMAX) (Equity Market Neutral) with a 1Y correlation of 0.18, up from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund Invest... | 0.18 | 0.08 | 0.08 | 97 | Equity Market Neutral | LVAMX vs BDMAX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.18 | 0.08 | 0.08 | 97 | Equity Market Neutral | LVAMX vs BDMIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 0.23 | 0.32 | 0.39 | 53 | Emerging Markets Equities, Low Volatility | LVAMX vs FGKPX | |
| AMG Yacktman Focused Fund | 0.27 | 0.55 | 0.66 | 89 | Large Cap Value Equities | LVAMX vs YAFFX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.28 | 0.20 | 0.09 | 66 | Systematic Trend | LVAMX vs ASFYX |
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